See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,098 | $105,998+245.4% | $92,233+296.9% | $147,584+148.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 40.10% | 50.05%-10.0pp | 176.28%-136.2pp | 578.55%-538.5pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,679+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $10,170 | $4,478+127.1% | $3,897+161.0% | $5,439+87.0% |
| Admin fee / account holder | $101,021 | $6,332+1495.3% | $5,194+1845.1% | $10,885+828.1% |